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Portfolio (Quarterly) Guide ↗

Hudock, Inc.

· CIK 0001543536
13F Portfolio $781M AUM 217 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 27 New 60 Added 39 Reduced 10 Exited
Page 7 of 11  ·  217 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 AON AON PLC Financial Services 1,691.0 $561K 0.07% $331.86 +6.3%
122 PPH VANECK ETF TRUST 4,864.0 $532K 0.07% +47.0 +1.0% $109.36 +5.6%
123 WEC WEC ENERGY GROUP INC Utilities 4,513.0 $527K 0.07% $116.79 -6.8%
124 WM WASTE MGMT INC DEL Industrials 2,355.0 $525K 0.07% $222.89 +0.9%
125 PM PHILIP MORRIS INTL INC Consumer Defensive 2,884.0 $522K 0.07% $180.96 +6.3%
126 HSY HERSHEY CO Consumer Defensive 2,934.0 $515K 0.07% $175.49 +7.8%
127 SNDK SANDISK CORP Technology 226.0 $514K 0.07% NEW $2273.73 -30.3%
128 GEV GE VERNOVA INC Utilities 436.0 $513K 0.07% +100.0 +29.8% $1175.53 -18.6%
129 SCHX SCHWAB STRATEGIC TR 17,407.0 $512K 0.07% $29.43 +2.3%
130 BK BANK OF NY MELLON CORP Financial Services 3,524.0 $510K 0.07% $144.64 -1.9%
131 MPC MARATHON PETE CORP Energy 1,951.0 $499K 0.06% +945.0 +93.9% $255.79 +40.3%
132 UNP UNION PAC CORP Industrials 1,828.0 $497K 0.06% $272.05 +12.7%
133 FELC FIDELITY COVINGTON TRUST 11,860.0 $497K 0.06% $41.91 +3.4%
134 LQD ISHARES TR 4,496.0 $490K 0.06% +88.0 +2.0% $109.08 -2.8%
135 NVO NOVO-NORDISK A S Healthcare 10,214.0 $490K 0.06% NEW $47.94 -3.5%
136 AXP AMERICAN EXPRESS CO Financial Services 1,431.0 $484K 0.06% +300.0 +26.5% $338.25 -1.7%
137 CIEN CIENA CORP Technology 986.0 $484K 0.06% +236.0 +31.5% $490.56 -19.6%
138 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 1,639.0 $481K 0.06% $293.28 +2.0%
139 GDMA EA SERIES TRUST 10,781.0 $468K 0.06% $43.41 -1.9%
140 MA MASTERCARD INCORPORATED Financial Services 909.0 $467K 0.06% $514.10 +12.1%
Page 7 of 11  ·  217 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 37.9%
Technology 23.2%
Healthcare 9.2%
Industrials 9.0%
Energy 4.8%
Consumer Defensive 4.6%
Communication Services 4.2%
Consumer Cyclical 3.4%
Utilities 2.5%
Basic Materials 1.1%